# Twelve checks before your first real enrollment

> The final round before enrolling a paying student, so you do not find a problem with the family standing in front of you.

## What you will get

Confidence that the next enrollment will go all the way through — contract
signed, charge issued, money landing in the account. Twelve quick checks, and
most of them are just opening a screen and looking.

Do this round once, unhurried, before the first paying student.

## The school is configured

**1. Is the school's name right?** It goes on contracts and emails. **Settings**.

**2. Is the currency right?** The most important check on the list, because
fixing it once charges exist is laborious. **Settings**.

**3. Is the timezone right?** It is what decides when an installment falls due.

**4. Does the Student Portal address open?** Paste it in a new tab and see the
login screen with your school's name.

## The money has somewhere to go

**5. Is the payment account connected?** `Integrations › Payment Gateway`.
Without it, no charge goes out.

**6. Are the payment methods you plan to use available?** If you sell by instant
transfer, confirm the option appears.

## What you sell is registered

**7. Is there at least one academic offering?** **Academic › Academic
Offerings**.

**8. Is there a cohort for the student to join?** **Students › Cohorts**.

**9. Is the price table built and correct?** **Contracts › Financial Plans**.
Amount, number of installments and due day — read it as if you were the family.

## The contract is ready

**10. Is there a contract template?** **Contracts › Contract Templates**. If you
charge with a signed contract, this one is mandatory.

**11. Has someone read the template end to end?** Especially the penalty and
cancellation clauses — they turn into real charges further down the line.

## The dress rehearsal

**12. Run a test enrollment with an invented student.** Go all the way to the
charge being issued, open the portal as if you were the student, then cancel the
enrollment.

It is the only check that tests everything together, and the one that prevents
the most surprises.

## How to tell it worked

> [certo]
> In the test enrollment, three things happen without you doing anything else:
> the contract is generated for signing, the installments panel is born filled
> in, and the first installment's charge can be issued. If all three happened,
> the school is ready.

## If something goes wrong

> [erro]
> **The course or price table list is empty on the enrollment screen.** Item 7 or
> 9 is missing. Go back and create them before carrying on.
>
> **The charge is not issued in the test enrollment.** Almost always item 5, the
> payment account. The red message at the top of the screen says why.
>
> **I cannot delete the test enrollment.** Enrollments are not deleted, they are
> cancelled. Use a name that makes it obvious it is a test, so nobody is confused
> later.


---

https://edupay.estudiosite.com/en/ajuda/getting-started/checklist-before-the-first-enrollment
2026-08-05